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Services aimed to optimize your investment

Your Agency Management System is often one of the top 3 expenses on your income statement. Let us help you optimize Epic so you can focus on what matters most - growing your business. 

we save you time & money by improving:




Bookkeeping & Accounting

Whether it’s specific parts of the accounting process you need assistance with, or the process in its entirety, we’ve got you covered. We handle all bookkeeping needs including the specific items below as well as the remaining accounting functions like bank reconciliation, overhead and expense entry, month end and year end processing, etc. 

Customized Deliverables

We create and automate highly customized deliverables that help maintain a consistent branding approach for your agency, while at the same time, ​saving your service staff hours. 


We assist a number of agencies with individual projects and integrations. There's a lot to consider when integrating technologies. Ask us how we can help make this a smooth process for your agency and team. 

Agency System Conversions

We handle all system conversions to Applied EPIC. We've worked with the major vendors (Applied Systems & Vertafore) and most of the management system platforms in the industry. Our intricate knowledge within Epic allows us to assist your agency through every step of the conversion project.

Work Flows

We don't hand you a workbook and ask for a check! We have a practical approach that focuses on automation within Epic. We work with your agency to understand your requirements from a servicing, E&O, and reporting standpoint, and build the process in Epic with you. 

Custom Forms

Custom forms are one of the most unique aspects within Applied Epic. They allow your agency to custom build policy detail screens for Non-ACORD or specialty lines of business, including Supplemental Apps. We emphasize usability and automation. Ask us for more information on how we can help you!

Download Services

Download is an area that provides incredible data and efficiency to your agency. The only issue is who's going to manage it. This non-revenue generating task typically falls to multiple members of the agency or the members that already have enough to do. We can handle all your download needs including:

Applied Epic Reporting

We create attractive and highly customized reports in Applied Epic that are second to none (and we mean that). Our industry experience and analytical background help us to present information to you that is meaningful. 

Applied Epic Administration

Our Premier Service! A dedicated resource to help you manage your biggest tool at a fixed monthly cost. With this service we are an extension of your agency, taking responsibilities off you and your staff. See how we can help you improve your management system while saving you time and money.

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